Open Links In New Tab
Mobile Archives Advertise Site News
Techmeme
January 27, 2025, 1:05 PM
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter

Top News

Bloomberg:
DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead  —  - App's lower-cost model upends premise for AI spending boom  — Stocks of chip gear makers ASML and Advantest plunge
More: Bloomberg, Reuters, Ars Technica, Entrepreneur, Computerworld, CNET, 9to5Mac, MacRumors, Yahoo Finance, Mashable, Thurrott, Tim Kellogg, Digit, Quartz, TechRadar, VICE, NPR, iPhone in Canada Blog, The Drum, Barron's Online, The Verge, ABC News, Business Insider, Pocket-lint, Futurism, Moneycontrol, New York Times, CGTN, South China Morning Post, CryptoSlate, Coinpedia Fintech News, Fortune, The Mac Observer, FX Empire, Blockonomi, Spyglass, Forbes, Spyglass, Cautious Optimism, The Economic Times, Financial Express, TechCrunch, Fox Business, Semafor, TweakTown, Android Authority, The Indian Express, and The Japan Times
Bluesky: @mgsiegler.com.  Threads: @luokai.  X: @pmarca, @pmarca, @satyanadella, @birdyword, @danprimack, @oren_cass, @peterwildeford, @mattyglesias, @thestalwart, @thestalwart, @kobeissiletter, @natolambert, @thestalwart, @aravsrinivas, @pgelsinger, @fiberedskies, @matthewclifford, @ercwl, @alex_dreyfus, @trungtphan, @deepakshenoy, @ns123abc, @grummz, @jenzhuscott, @gfodor, @shaunrein, @miles_brundage, @boriquagato, @danprimack, @teroterotero, @emollick, @mattprd, @qtrresearch, @signulll, @jasminewsun, @paulskallas, @mattturck, @signulll, @ananayarora, @chrisjbakke, @pmarca, @mattbruenig, @john_j_brown, @tunguz, @emptywheel, @omooretweets, @luke_metro, @nic__carter, @tszzl, @emollick, @garrytan, @goth600, @linusekenstam, @benthompson, @jasonhickel, @matthewstoller, @growing_daniel, @levie, @growing_daniel, @thestalwart, @wayne_culbreth, @steve_sailer, @mattturck, @thechiefnerd, @pet3rpan_, @emollick, @mxtaverse, @mervenoyann, @dlacalle_ia, @turnernovak, @joannastern, @bonegpt, @qtnx_, @sentdex, @tphuang, @benioff, @stevenheidel, @yacinemtb, @angelusm0rt1s, @richlightshed, @joshuakushner, @vivekgramaswamy, @quantian1, @theobertram, @stevesi, @sstapczynski, @parikpatelcfa, @refsrc, @ruima, @calilyliu, and @teroterotero
Forums: Hacker News, r/apple, r/LocalLLaMA, and r/singularity
Financial Times:
Tech stocks fall sharply over DeepSeek concerns, with NVDA down 16%+, AVGO down 17%+, TSM down 14%+, AMD down 5%+, ASML down 6%+, and MSFT down 3%+  —  Start-up's model raises questions about need for huge western hardware investment  —  Tech stocks tumbled on Monday as advances …
Matt Marshall / VentureBeat:
How DeepSeek outpaced OpenAI at a fraction of the cost: open source, pure reinforcement learning, no supervised fine-tuning, and building on DeepSeek-R1-Zero  —  DeepSeek R1's Monday release has sent shockwaves through the AI community, disrupting assumptions about what's required to achieve cutting-edge AI performance.
Ben Thompson / Stratechery:
An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, impact on Nvidia, AGI, and more  —  It's Monday, January 27.  Why haven't you written about DeepSeek yet?  —  I did!  I wrote about R1 last Tuesday.
Hayden Field / CNBC:
DeepSeek says it's temporarily limiting new user registrations “due to large-scale malicious attacks” on its services  —  DeepSeek on Monday said it would temporarily limit user registrations “due to large-scale malicious attacks” on its services, though existing users will be able to log in as usual.
Dan Primack / Axios:
DeepSeek could be an extinction-level event for venture capital firms that went all-in on foundational model companies; investors say they are not panicking  —  - It's an open-source project hatched by a hedge fund, which at least for now seems aimed at developers instead of at enterprises or consumers.
Steven Sinofsky / @stevesi:
DeepSeek's use of commodity, disconnected hardware, and open-source design is enough of a shot at AI hyper scaling that it could be “the way things will go”  —  DeepSeek was certain to happen.  The only unknown was who was going to do it.  The choices were a startup or someone outside …
Bloomberg:
DeepSeek shows the complete lack of lock-in that any of these chatbots have, and such a powerful model coming from China may cement “AGI” as a national project  —  - The arrival of such a powerful model coming out of China has the potential to cement the narrative that the race to achieve …
The Information:
Sources: Meta set up four war rooms to analyze High-Flyer's DeepSeek, including two for how High-Flyer cut training costs and one on what data it may have used
Hayden Field / CNBC:
Source: Perplexity AI revises its TikTok US merger proposal to ByteDance, allowing for the US government to own up to 50% of the new company upon a future IPO  —  Perplexity AI on Sunday revised the merger proposal it had submitted to TikTok parent ByteDance.
Reuters:
Court filing: Indian digital news outlets, including NDTV, Network18, and Hindustan Times, join a copyright lawsuit against OpenAI, first filed by ANI in 2024  —  Digital news units of Indian billionaires Gautam Adani and Mukesh Ambani, and other outlets like the Indian Express and the Hindustan Times …

Sponsor Posts

Airtable:
Deep analysis for deep questions  —  Introducing Superagent.  A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Clay:
Turn any GTM idea into reality  —  Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Zoho:
App Spotlight: Plug&Play AI Email Assistant for Zoho CRM  —  Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools.  Visit Zoho Marketplace to explore all of our apps …
IDrive:
Protecting your Cloud Applications Data  —  Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Sponsor Techmeme

Featured Podcasts

Lenny's Podcast:
 Sequoia CEO coach: Why it's never been easier to start a company, and never been harder to scale one | Brian Halligan (co-founder, HubSpot)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
 Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Hard Fork:
 'Something Big Is Happening' + A.I. Rocks the Romance Novel Industry + One Good Thing
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Cheeky Pint:
 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Tools and Weapons with Brad Smith:
 His Excellency Khaldoon Al Mubarak: Investing in an AI-Driven World
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
The Nick, Dick and Paul Show:
 The Billionaire Button w/ Tim Wu
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Add your podcast here
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 1:05 PM ET, January 27, 2025.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

CNN:
Don Lemon pleads not guilty to two federal charges stemming from his reporting at an anti-ICE protest in a Minnesota church

Hollie Richardson / The Guardian:
A look at the growth of Belfast in Northern Ireland as a home for producing TV shows, following the success of the comedy Derry Girls

Bloomberg:
Sources: Warner Bros Discovery is considering reopening sale talks with Paramount after receiving Paramount's most recent amended offer

More News

Earlier Picks

Jeffrey Emanuel / YouTubeTranscriptOptimizer:
A bear case for Nvidia: hardware competitors, LLM code translation to avoid CUDA lock-in, DeepSeek's training and inference efficiency breakthroughs, and more
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter